Custom Invoices

Creating a custom invoice allows you to create an invoice without having a contract or an insertion to invoice. If you need to invoice a Contract Line Item or Invoice Line Item (Fee/Discount), for example, you would want to create a custom invoice, since that line item wouldn't show in the Billable Insertions page. 

1. Navigate to the account's details page
2. Click on the Accounting tab
   
   
   
   
3. From the +New dropdown, select Invoice 
   
4. Fill out the Billing Details
   • Bill To Address
   • Email To
   • Agency (if applicable)
   • Custom Invoice No. (a number is automatically assigned)
   • Created Date
   • Add Comments
5. Click Save
6. Click the   button
7. Choose the Line Item Type
   
8. Add a Description
9. Input the Amount
10. Click the  button